To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
30
30
years of professional experience
Work History
Tax Compliance Analyst
First Citizens Bank & Trust Company
01.2022 - Current
Create, analyze, and file federal and state sales tax returns to comply with submission requirements accurately and efficiently.
Strengthen Indirect Tax departmental effectiveness through adoption of quality improvement standards and unit performance evaluations accomplished by assisting Indirect Tax managers in planning and execution of short-term and long-term goals and objectives.
Expeditiously learn new skills and apply them to daily tasks, improving efficiency and productivity.
Demonstrate respect, friendliness and willingness to help wherever needed.
Attended continuing education and business and tax courses to increase professional expertise.
Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
Tax Analyst
CIT Bank, N.A.
06.2019 - 01.2022
Prepare, review, and file federal and state sales tax returns to comply with submission requirements accurately and efficiently for multiple entities and states.
Increased Indirect Tax departmental effectiveness through adoption of quality improvement standards and unit performance evaluations accomplished by assisting Indirect Tax managers in planning and execution of short-term and long-term goals and objectives.
Conducted targeted tax research to facilitate informed project planning and compliance efforts. Research resulted in reconciling over 300 sales tax notices that were pending when I started current position.
Premier Portfolio Servicing Manager III
CIT Bank, N.A.
07.2015 - 06.2019
Performed effective account management which led to improving >180-day delinquency of largest account which had not been achieved previously to current status.
Identified and discussed with management opportunities for improvements to procedures and internal controls while resolving customer issues using strong interpersonal skills and conflict resolution.
Trained and mentored new employees on collection methods, documentation requirements and performance strategies.
Chief Executive Officer
Home Mom
09.2010 - 07.2015
Created developmentally-appropriate curriculum that addressed all learning styles.
Client Executive/Sales Support Specialist/Client Relations Manager
Ista North
11.2003 - 09.2010
Manager for ongoing Sales Department improvements.
Recognized leader by managing 120 accounts and providing exceptional service.
Drove sales by developing multi-million-dollar contract sales.
Built relationships with customers and community to establish long-term business growth.
Mental Health Case Manager
Mental Health Resource Center
01.2001 - 11.2003
Provided supportive services for continuity of care of mental health over 30 clients.
Assisted in training and development of new personnel.
Purchasing and Accounts Receivable Specialist/Office Manager
Fastening Systems
11.1997 - 01.2001
Prepared, monitored, and maintained computerized accounts receivables and payables.
Posted computerized accounts receivables and researched receivable conflicts.
Senior Sales Representative
Danka Business Systems Inc
01.1996 - 11.1997
Promoted office equipment products by cultivating rapport with high-profile local businesses across 5 zip codes in area.
Developed and managed new and existing accounts.
Analyzed and proposed appropriate office equipment for customers' needs.
Customer Service Representative/Inside Sales Representative
Atlas Door Corporations
01.1993 - 01.1996
Consulted customers on best applications of products and generated orders.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Offered advice and assistance to customers, paying attention to special needs or wants.
Education
Bachelor of Science - Psychology
University of Florida
Gainesville, FL
12.2000
Skills
Client Relationship Management
Customer Retention
Client Needs Assessment
Client Correspondence
Project Management
Training Junior Team Members
Effective Customer Communication
Presentation Development
Microsoft Office Suite
Performance Goals
Accomplishments
Documented and resolved remote work challenges during Covid which led to more timely sales tax filing from several weeks to five days.
Achieved CIT Excellence Award through effective management of largest client for CIT Bank, N.A. which achieved a $0.00 delinquency from >180 day delinquency of over a million dollars in a matter of months which had not previously been achieved.
Timeline
Tax Compliance Analyst
First Citizens Bank & Trust Company
01.2022 - Current
Tax Analyst
CIT Bank, N.A.
06.2019 - 01.2022
Premier Portfolio Servicing Manager III
CIT Bank, N.A.
07.2015 - 06.2019
Chief Executive Officer
Home Mom
09.2010 - 07.2015
Client Executive/Sales Support Specialist/Client Relations Manager
Ista North
11.2003 - 09.2010
Mental Health Case Manager
Mental Health Resource Center
01.2001 - 11.2003
Purchasing and Accounts Receivable Specialist/Office Manager
Fastening Systems
11.1997 - 01.2001
Senior Sales Representative
Danka Business Systems Inc
01.1996 - 11.1997
Customer Service Representative/Inside Sales Representative
Atlas Door Corporations
01.1993 - 01.1996
Bachelor of Science - Psychology
University of Florida
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